offtake · non-aligned supply brief

Vanadium (V)

specialty · criticality 7/10 · substitutability: limited

MOS Rank

#27

score 18.4 · conf 43%

Published 2026-04-17 · Mineral Opportunity Score ranks all 58 tracked minerals by broker profitability.

Why this week

  • —>70% hostile-country concentration
  • —Thin non-aligned supply — sourcing hard
  • —No liquid exchange → broker opportunity

Supply concentration

73% of global production is in China + Russia

HHI 3700

China 55% · Russia 18%Non-aligned 27%

Top producers

  • China55%
  • Russia18%
  • South Africa12%
  • Brazil8%

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